Editing a Settlement Type

You can edit existing settlement types to update their names, descriptions, or change their status when needed. This article explains how to edit an existing settlement type.

Before You Begin

• You must have the permission to manage settlement types in order to perform this action.

Steps to Edit a Settlement Type

• From the main menu, click Finance.
• Select Finance Settings.
• Click the Settlement Types card.
• Search for the settlement type you want to edit.
• Click Actions then select Edit.
• Update the following fields as needed:
  • Type Name: Edit the settlement type name.
  • Description: Edit the description to update the details associated with the settlement type.
  • Status: Change the status between Active and Inactive as needed.
• Click Save.

What Happens After Saving?

• The settlement type data is immediately updated.
• If you change the status to Inactive, the settlement type will no longer appear in selection lists when entering new settlements.
• If you reactivate it, it will appear again in selection lists.